The ability to manage a lead after it is created and assigned is critical. A good search tool can help you to do this.
Leads can be extracted on a variety of criteria to manage the lead pool effectively. For example, you can plan a Sales Rep’s travel by grouping all leads from a suburb. You can reassign a set of leads to another Sales Rep plus identify leads from a campaign/source, as well as reconciling payments to lead generators.
There are a variety of search criteria available which helps you to search by,
Tracking the source of a lead is an important business analysis function. By tracking leads from their source, you can maximize return on investment with lead generation plans. Solar eCRM allows you to efficiently manage the leads in the database and evaluate which source does well and which source needs more scrutiny.
The best part of Solar eCRM is you may customize field sets. For example you can add your own source names and similar options to a lead.
Solar eCRM includes multiple lead status indicators such as New, Assigned, Dead and Sale. You may modify, customize and expand upon the default terms for lead status. These status indicators allow lead managers to track leads when they are converted to sales in the quotes builder module.
This option saves lots of time for the Sales Rep by avoiding the need to key in all customer details into the quote builder and eliminating errors at the same time.